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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,295 | $171,492-83.5% | $150,734-81.2% | $198,609-85.8% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 17.89% | 804.70%-786.8pp | 600.81%-582.9pp | 202.70%-184.8pp |
| Employer contribution / active EE | $1,567 | $5,470-71.4% | $4,918-68.1% | $5,055-69.0% |
| Participant deferral / active EE | $1,567 | $6,259-75.0% | $5,610-72.1% | $6,977-77.5% |
| Admin fee / account holder | $8,780 | $17,628-50.2% | $14,905-41.1% | $19,030-53.9% |